SWZ
Swiss Helvetia Fund
38 hedge funds and large institutions have $52.8M invested in Swiss Helvetia Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Holders
38
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.34M | |
| 2 | +$389K | |
| 3 | +$360K | |
| 4 |
Morgan Stanley
New York
|
+$141K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$138K |
Top Sellers
| 1 | -$369K | |
| 2 | -$292K | |
| 3 | -$219K | |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$196K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$188K |